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Baron Partners Fund Q2 2026 Contributors And Detractors
4+ day, 1+ hour ago (51+ words) Seeking Alpha - Baron Partners Fund performed very well in the second quarter, gaining 16.61% (Institutional Shares). - Top contributors include Space Exploration Technologies, Tesla, Red Rock Resorts, Hyatt Hotels and Birkenstock Holding. - Top detractors include CoStar Group, Gartner, Guidewire Software, Morningstar and…...
Touchstone Small Company Fund Q2 2026 Commentary
4+ day, 4+ hour ago (73+ words) Seeking Alpha - Invests primarily in common stocks of small companies. - Research-intensive approach focuses on finding high quality companies that are believed to have improving business models, solid management teams, sustainable growth potential and favorable industry dynamics. - Quality companies are those…...
Silver Beech Capital Q2 2026 Investor Letter
5+ day, 1+ hour ago (962+ words) Rasi Bhadramani/iStock via Getty Images The estimated year-to-date performance through July 2026 and historical net performance for Silver Beech Capital, LP ("the Fund" or "Silver Beech") are presented below. We depart this quarter from our customary practice of reporting through…...
American Century Value Fund Q2 2026 Contributors And Detractors
6+ day, 1+ hour ago (11+ words) Seeking Alpha...
Baron Small Cap Fund Q2 2026 Shareholder Letter
1+ week, 4+ day ago (707+ words) Baron Small Cap Fund (the Fund) was up 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index (the Index) by 13.14%, as the Index was up 25.71%. Year to date, the Fund is up 3.67% while the Index is up 22.18%. The…...
Voya Solution Portfolios (Target Date) Q2 2026 Commentary
1+ week, 6+ day ago (67+ words) Seeking Alpha - Global markets rebounded as easing Middle East tensions, moderating inflation concerns, and resilient economic and corporate fundamental factors improved investor sentiment. - Fixed income markets generated modest positive returns despite ongoing interest-rate volatility. - Within equities, the Portfolios were overweight…...
Fidelity Equity-Income Fund Q2 2026 Commentary (undefined:FEQIX)
2+ week, 8+ hour ago (93+ words) Seeking Alpha - For the quarter, the fund's Retail Class shares gained 6.97%, lagging the 13.99% gain of the benchmark, the Russell 3000® Value Index. - Security selection and market positioning in the semiconductors and semiconductor equipment industry within technology significantly detracted from the fund's…...
Calamos Hedged Equity Strategy Q2 2026 Commentary
2+ week, 10+ hour ago (98+ words) Seeking Alpha - Calamos Hedged Equity Strategy returned 3.54% (gross of fees) and 3.42% (net of fees) for the second quarter, compared with the S&P 500 Index’s 15.20%, for an upside capture of roughly 23% - below our target. - After falling 4% in the first quarter amid…...
Nomura Strategic Income Fund Q2 2026 Commentary
2+ week, 21+ hour ago (73+ words) Seeking Alpha - For 2Q26, Nomura Strategic Income Fund Institutional Class shares outperformed the Fund's benchmark, the Bloomberg US Aggregate Index. - The Atlanta Federal Reserve's gross domestic product forecast for 2Q is currently at 2.5% following 1Q GDP growth of 2.1%. - Equity markets have continued to…...
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